InsightsCRM: Specialized CRM for Capital Markets

We understand your business workflows and challenges

Banking, M&A, Advisory

Research, Sales & Trading

Institutional Asset Management

Private Equity/Venture Capital

Deal-management and origination simplified

We bring process discipline and ensure confidentiality in managing deals across the organization.

Create a single source of truth across the organization

Removing information silos and creating a holistic view of your clients across your firm.

Improved customer intelligence and engagement

Data-driven customer profiling to improve prospecting capabilities and follow-ups.

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Power your institutional broking business to the next level

Workflows and intelligence that truly understand your client engagement and servicing challenges.

Granular alignment with client expectations

Align your service organization across a client account in ways that boost mindshare and greater wallet share.

Integrated Analyst & Corporate Access Management

Organize, track, and measure your high value services in the form of Corporate and Analyst access to your client base.

Learn More

Drive higher conversions and increase asset base

Deepen existing relationships and drive higher fund flows with prospective clients over time.

Intelligent task management tools

Never miss a follow-up or assigned task across your client and prospect base; particularly over a long prospecting lifecycle.

Align sales team to avoid outreach conflicts

Ensure each salesperson is aligned to their target customer list and eliminate duplication of effort.

Learn More

Supporting your fund-raising and investing lifecycle

Your fund-raising outreach activities and investing activities are vastly different. We support your respective team with the necessary tools.

Business development and outreach activities

Whether it is about supporting the fund-raising team or the investments team, we support your workflow needs at a granular level.

Investment evaluation and funding decisions

Not every company (opportunity) you evaluate, you end up making an investment in them. We bring deal workflow and decision-making discipline that allows you to hold such intelligence for future reference, irrespective of the decision.

Learn More

Banking, M&A, Advisory

Research, Sales & Trading

Institutional Asset Management

Private Equity/Venture Capital

Deal-management and origination simplified

We bring process discipline and ensure
confidentiality in managing deals across
the organization.

Create a single source of truth across
the organization

Removing information silos and creating a
holistic view of your clients across your firm.

Improved customer intelligence and
engagement

Data-driven customer profiling to improve prospecting capabilities and follow-ups.

Learn More

Power your institutional broking business to
the next level

Workflows and intelligence that truly understand your client engagement and servicing challenges.

Granular alignment with client expectations

Align your service organization across a client
account in ways that boost mindshare and
greater wallet share.

Integrated Analyst & Corporate Access
Management

Organize, track, and measure your high value
services in the form of Corporate and Analyst
access to your client base.

Learn More

Drive higher conversions and increase asset
base

Deepen existing relationships and drive higher fund flows with prospective clients over time.

Intelligent task management tools

Never miss a follow-up or assigned task across your client and prospect base; particularly over a long prospecting lifecycle.

Align sales team to avoid outreach conflicts

Ensure each salesperson is aligned to their target customer list and eliminate duplication of effort.

Learn More

Supporting your fund-raising and investing
lifecycle

Your fund-raising outreach activities and investing activities are vastly different. We support your respective team with the necessary tools.

Business development and outreach activities

Whether it is about supporting the fund-raising
team or the investments team, we support your workflow needs at a granular level.

Investment evaluation and funding decisions

Not every company (opportunity) you evaluate,
you end up making an investment in them. We
bring deal workflow and decision-making
discipline that allows you to hold such intelligence for future reference, irrespective of the decision.

Learn More

Third-Party Integrations – Applications Marketplace

We have designed a marketplace that brings under it a growing list of frequently used applications by our customers that can be easily integrated within the workflows of InsightsCRM. Our integrations are designed from scratch to deliver meaningful value to our customers.

Our overriding philosophy behind this has been based on the principle that no system today is an island. The ultimate power of our offering rests on how easily we allow users to “talk” to and “engage” other frequently used third-party applications in their normal working day to boost their user experience and productivity.

Business Intelligence that powers your success

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65%

Reduction in data entry and manual tasks

80%

Reduction in information silos across the board

90%

User adoption rates with superior UI/UX engagement

75%

Reduction in turn-around-time on support issues**compared to peers

Domain-specific CRM for capital markets

Banking, M&A and Advisory

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Research, Sales & Trading

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Institutional Asset Management

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Private Equity & Venture Capital

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What makes us special?

Superior UI/UX experience for users

Easy onboarding experience

Easy to customize workflows

24x5 high touch support and handholding

Significantly lower total-cost-of-ownership compared to peers

We understand your business workflows and challenges

Third-Party Integrations – Applications Marketplace

Email Integrations

Virtual Meetings

Click-to-Dial Telephony

Lead Generation

Cloud Storage

Smart Contracting

Third-Party Data

Interested to know more!

Thought Leadership

Unlocking the Future of Investment Research with Gen AI

Tech Innovation

Customer Intelligence: Is your CRM delivering on your expectations ?

Best Practices

7 Key Considerations for a Choosing a Right CRM

Best Practices

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Reduction in turn-around-time on support issues*
*compared to peers

Banking, M&A and
Advisory

Research, Sales &
Trading

Institutional Asset
Management

Private Equity & Venture
Capital